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mcsharkey

09/03/19 1:53 PM

#56374 RE: otis1111 #56372

Yeah Otis, got links to SEEKING ALPHA's transcript pages for the Question and Answer session on August's earnings call. AND, agreeing with you, Jim and his group are playing it COY, but we have 3F* promises from the script that are hard to gauge (*3F, Fact, Fiction or Fantasy).

On that note, thinking the end of Hayward's oratory address is where we get the $25 Million valuation of LineaRX that has appeared out of the blue. Evidently assuming Vitatex's previous appraisal:

"As an example of its potential and a key reason for our acquisition of its assets and IP, Vitatex has line of sight to contracts and grants that are impressive for such an early stage company.

But it's not all that early stages worth noting that in the last financial raise of Vitatex some two years ago it was given a pre-money valuation in excess of $20 million. We are very fortunate to have them join our team.

Implied promise there.: And following are links to the 4 posted pages comprising the QA session. Everything a real HOPE for 2020. But we had these before:

Page 8 - Vivatex Aquisition and start of QA, Beth Jantzen telling us August and September are our COTTON clients
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Page 9 Andrew Lieber- progress has been on the Colorcon pilot. aaahhhh still alive. Tru Tag has similar project going with Colorconn and Kelley Boyer, Vice President there.
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Page 10, Hayward on Verticals Coming IN, and couple of excerpts:

"We're making progress finally, with our Videojet business and looking at the capacity of labeling drinks materials at the request of law enforcement and international business. We are still working very steadily with the defense logistics agencies and with an unnamed federal agency to deliver new product.

So, I -- you're mistaken to say we won't see revenue from other categories.

Jeremy Pearlman No, I said will see.

James Hayward Yes, we will see revenue…

Jeremy Pearlman: Yeah, not won’t. Yeah, just like towards the end of 2019 into 2020, we will see revenue increase from other sources. That's what I asked.

James Hayward: Yes, we will. Absolutely.

AAHHH, little confusing there.

Link to Page 11


AND, page 12


I agree with you Otis. SEEMS like all cats are herded up.

GLTUA